Jeffrey Scott Saunders, CTO and advisor for the Danish National Defence Technology Centre, explores the key technological developments transforming modern warfare. From the growing role of artificial intelligence and autonomous systems to the integration challenges posed by contested environments, he outlines both the opportunities and obstacles shaping defence capabilities over the coming decades.
CEO Bo Knudsen shares his perspectives on how we navigate an increasingly complex market and where we still see opportunities – particularly within technology and artificial intelligence.
In this interview, Sean Maher (Investment Strategist, Entext) addresses the U.S.-China tech arms race, its impact on investor returns, and whether China’s strategies could redefine value creation in technology equities worldwide.
As the U.S. falters, emerging markets rise. That is the key message from Louis-Vincent Gave, founding partner and CEO, Gavekal.
As passive investment continues to rise, market concentration and high valuations are expected to increase, leading to potential risks when trends reverse.
CEO and Portfolio Manager Bo Knudsen reflects on the investment year 2024 and assesses the outlook for the coming year.
The dominance of today’s largest companies has led to extreme market concentration, but this is not historically unique. CEO and Portfolio Manager Bo Knudsen takes a deep dive into Superscaling in the 2020s and beyond.
Bo Knudsen, CEO and Portfolio Manager, provides a mid-year update on the investment year 2024. Among other things, he discusses why politics plays a crucial role in the 2020s.
Abhinav Rathee, Portfolio Manager at C WorldWide, shares his insights on the election in India, and how we find attractive investment opportunities in the country.
Generative AI is the innovative form of artificial intelligence that analyzes and uses existing data and creates new and unique content. And soon, generative AI will be as integral to our daily lives as a smartphone. Where are we right now in the AI wave sweeping over us – and what can we expect? Morten Springborg, theme specialist at C WorldWide, provides some insights here.
